工信部推出十大行业稳增长方案，钢铁有色建材68只个股扭亏增长！

Group 1: Industry Overview - Traditional industries are undergoing a deep adjustment period, with policies signaling a shift towards optimizing industrial structure and eliminating disorderly competition [1] - The Ministry of Industry and Information Technology has announced a new round of growth stabilization plans for key industries, including steel, non-ferrous metals, petrochemicals, and building materials [1] Group 2: Steel Industry - The steel industry is at a critical transformation point, with significant growth in demand for high-end steel products driven by high barriers and added value [3] - Factors such as energy cycle changes, domestic substitution processes, and upgrades in high-end equipment manufacturing are creating development space for quality steel enterprises [3] - High-margin special steel companies are performing exceptionally well due to their technological advantages and product differentiation [3] Group 3: Non-Ferrous Metals - The effects of supply-side reforms in the non-ferrous metals sector are gradually becoming evident, with an accelerated process of phasing out outdated production capacity [3] - The overall supply-demand structure is being balanced, with improvements expected in profit levels for copper smelting and alumina production in the medium term [3] Group 4: Building Materials - The building materials industry is benefiting from ongoing supportive real estate policies, which are providing strong momentum for industry development [4] - Leading consumer building materials companies are showing robust growth by optimizing channel structures and expanding retail categories [4] - A significant number of stocks in the steel, non-ferrous metals, and building materials sectors are expected to show year-on-year profit growth or turnaround, with notable companies like Tianqi Lithium and Anyang Steel projected to achieve substantial profit recovery [4]